Sometimes a contract will have multiple points of contact. For example, it may have a Technical POC, a Contract Notice POC and a Project Manager POC. I would like the ability to add multiple contact persons for a contract and identify their purpose.1 vote
Add a few user-defined fields so we can add Purchase Order number, board approval date, etc.2 votes
Integration with Hubspot to connect documents from won deals in Hubspot to Contractzen4 votes
We often wind up with a contract that has been negotiated in a series of emails, all of them categorized under a single ”deal” in crm. It would be cool t nbe able to either fully automate the ”won deal to contractzen” or have a ”pick up a new deal from crm.”
We use Pipedrive and are moving to Hubspot - both have excellent api’s.1 vote
I'd like to see Slack integration for workflow. We'd have a Slack board for new contracts and:
1) When a new contract is entered into ContractZen, a new Slack message in the Slack board and a link to this contract and a small contract summary is put into Slack
2) When a contract moves from draft to signed, this also results in a change in Slack11 votes
This is a great idea, which we actually started to plan last month as we received requests for Slack integration from other customers also. So stay tuned…:).
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